Cassady Schiller Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Buy |
2,537
+837
| +49% | +$43.3K | 0.05% | 144 |
|
|
2024
Q3 | $89.5K | Hold |
1,700
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $87.1K | Hold |
1,700
| – | – | 0.04% | 160 |
|
|
2024
Q1 | $87.2K | Hold |
1,700
| – | – | 0.04% | 168 |
|
|
2023
Q4 | $87.2K | Hold |
1,700
| – | – | 0.04% | 159 |
|
|
2023
Q3 | $84.7K | Hold |
1,700
| – | – | 0.05% | 154 |
|
|
2023
Q2 | $85.3K | Hold |
1,700
| – | – | 0.05% | 154 |
|
|
2023
Q1 | $85.9K | Hold |
1,700
| – | – | 0.04% | 152 |
|
|
2022
Q4 | $84.7K | Buy |
+1,700
| New | +$84.7K | 0.05% | 143 |
|
|
2022
Q1 | – | Sell |
-1,700
| Closed | -$92K | – | 335 |
|
|
2021
Q4 | $92K | Buy |
+1,700
| New | +$92K | 0.06% | 140 |
|